Search: Sales and market share

AMD reaches 46% of server x86 CPU revenue — Intel still controls 70% of the consumer PC market share

The first quarter of 2026 was quite favorable for AMD as the company managed to increase its unit share on the market of client systems and skyrocketed its share in servers past…

May 14, 2026 · Anton Shilov

Analyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenue — 'Nvidia is already on track' to deliver 4 million Vera CPUs in FY2027

…While CPUs account for the lion's share of earnings of these business units, their sales are by far not 100% of their revenue, so actual sales of Xeon and EPYC products…

May 22, 2026 · Anton Shilov

Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August

…Meanwhile, shipments of H200 AI GPUs to China remain frozen, months after CEO Jensen Huang said Nvidia’s market share in the country had effectively fallen to zero . This August timeline runs…

Jun 12, 2026 · Luke James

Shanghai Aishengna named as the maker of China's first domestic immersion DUV chipmaking tools — first viable domestic 7nm-capable scanner to be completed by 2038

…Photoresist, coater tracks, and light sources Tokyo Electron held an 89% share of the global coater/developer market in 2022, per Shared Research 's analysis of the company's own disclosures, with…

Jul 30, 2026 · Luke James

Silicon Motion increases sales of SSD controllers amid NAND shortage, but expects NAND shortages to get worse in 2027 — 'supply conditions will become even worse'

…So that is why our revenue momentum is still going up.” Indeed, Silicon Motion’s first quarter sales were $342.1 million, up 23% quarter-over-quarter and 105% year-over-year…

Jun 4, 2026 · Anton Shilov

H200 AI GPUs finally reach China under case-by-case import licenses, but it's already too late for Nvidia — homemade chips corner the China market as country seeks semiconductor independence

…commercial proposition, meaning the controls themselves built the market Huawei and Cambricon now hold, and TrendForce's numbers show that market approaching 90% share three years after the first Hopper bans. This…

Aug 21, 2026 · Luke James

Three major PC makers now using Chinese memory to fight 'unprecedented memory shortage,' report claims — HP, Asus, and Acer using 'small amounts' of CXMT chips in limited number of notebooks for non-US market

…Furthermore, these notebook models are purportedly not destined for sale in the U.S. market. The restraint is natural, given CXMT is listed by the Pentagon as having ties to China's…

Aug 4, 2026 · Stephen Warwick

SMI's PCIe 6.0 SSD controller for consumer SSDs coming next year, but severe NAND shortages will get even worse in 2027 as AI data centers swallow supply — An interview with Silicon Motion's SVP Nelson Duann

…Since your sales have been growing, can you comment on your market share in client SSD controllers? Nelson Duann: In client SSD controllers, our worldwide market share is approaching 30% to 32…

Jun 16, 2026 · Anton Shilov

Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds

…had generated only about $50 million by late last year, and CEO Jensen Huang has said Nvidia has “zero” China market share left . Qualcomm is entering that lane voluntarily with hardware that…

Jun 25, 2026 · Luke James

AMD doubles data center revenue year over year, but gaming revenue plunged by 31% — CEO Lisa Su says prices have 'weighed on' consumer demand but is 'optimistic' about client market

…Su says this is due to strong demand for Ryzen CPUs, but also increased market share for Ryzen PRO chips. “Commercial adoption continued to expand in the quarter, with Ryzen PRO sales…

Aug 4, 2026 · Jake Roach

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